LSV Asset Management
IRM icon

LSV Asset Management’s Iron Mountain IRM Stock Holding History

LSV Asset Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,155,544
Closed -$57.6M – 889
2022
Q4 		$57.6M Sell
1,155,544
-68,579
-6% -$3.46M 0.13% 193
2022
Q3 		$53.8M Sell
1,224,123
-829,658
-40% -$41.9M 0.13% 188
2022
Q2 		$100M Sell
2,053,781
-634,230
-24% -$33.4M 0.22% 138
2022
Q1 		$149M Sell
2,688,011
-34,157
-1% -$1.63M 0.27% 118
2021
Q4 		$142M Buy
2,722,168
+35,174
+1% +$1.66M 0.25% 122
2021
Q3 		$117M Buy
2,686,994
+349,858
+15% +$15.7M 0.21% 142
2021
Q2 		$98.9M Sell
2,337,136
-79,000
-3% -$3.31M 0.17% 171
2021
Q1 		$89.4M Sell
2,416,136
-468,443
-16% -$15.7M 0.15% 178
2020
Q4 		$85M Buy
2,884,579
+1,186,761
+70% +$32.9M 0.15% 172
2020
Q3 		$45.5M Buy
1,697,818
+487,865
+40% +$13.9M 0.09% 234
2020
Q2 		$31.6M Buy
1,209,953
+379,353
+46% +$9.58M 0.07% 280
2020
Q1 		$19.8M Buy
+830,600
New +$25.1M 0.05% 308

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management's IRM Position: Q1 2023 in Review

LSV Asset Management sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 1,155,544 shares — an estimated $57.6M sold.

LSV Asset Management first reported a position in IRM in Q1 2020 and held it in 12 quarters. The position peaked at $149M in Q1 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • LSV Asset Management reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • LSV Asset Management sold 1,155,544 Iron Mountain shares in Q1 2023, an estimated $57.6M.
  • LSV Asset Management first reported a position in Iron Mountain in Q1 2020 and held it in 12 quarters.
  • LSV Asset Management's Iron Mountain position peaked at $149M in Q1 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on LSV Asset Management's 13F filing for Q1 2023, filed 2 May 2023.